GGOV vs DFGR overlap
72 institutions report holding both GGOV and DFGR.
GGOVDFGR
Pick 2 to 4 ETFs.
We don’t have holdings for GGOV. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
72
institutions report holding both, of 530 holding any
GGOV79.1% of its 13F dollars, 27.4% of its 263 holders
DFGR8.7% of its 13F dollars, 21.2% of its 339 holders
Largest institutions holding both
| Firm | GGOV | DFGR |
|---|---|---|
| Envestnet Asset Management Inc. | $1.1B | $18.3M |
| LPL Financial LLC | $344.7M | $37.7M |
| JPMorgan Chase & Co | $120.2M | $4.6M |
| Morgan Stanley | $122.2M | $377K |
| Park Avenue Securities LLC | $85.8M | $2.3M |
| OneDigital Investment Advisors LLC | $60.6M | $24.0M |
| MML Investors Services, LLC | $74.4M | $2.7M |
| Cetera Investment Advisers | $72.1M | $398K |
| BlackRock, Inc. | $44.4M | $1K |
| Merit Financial Group, LLC | $42.5M | $1.1M |
| Foundations Investment Advisors, LLC | $33.8M | $2.7M |
| Commonwealth Equity Services, LLC | $18.8M | $13.2M |
| Sanctuary Advisors, LLC | $26.3M | $211K |
| Stifel Financial Corp. | $25.2M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $21.8M | $2.0M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: GGOV institutional holders, DFGR institutional holders.
Frequently asked questions
Do institutions hold both GGOV and DFGR?
72 Form 13F filers report positions in both, out of 530 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.